See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,820 | $214,378+82.3% | $200,582+94.8% | $142,382+174.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.19% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $13,410 | $6,841+96.0% | $6,419+108.9% | $4,299+211.9% |
| Participant deferral / active EE | $7,383 | $9,865-25.2% | $9,331-20.9% | $6,507+13.5% |
| Admin fee / account holder | $7,069 | $17,692-60.0% | $16,305-56.6% | $12,624-44.0% |